Brian Moody (CRD# 6346263) is an Investment Advisor Representative working at Wells Fargo Advisors in Gulfport, MS and has over 9 years of experience in the finance industry.
CRD# 1442341
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4404920
Stifel, Nicolaus & Company, Incorporated
CRD# 6898590
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Gulfport, MS | Jun 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Gulfport, MS | Nov 2016 - Jun 2022 | 5 |
| Wells Fargo Advisors, LLC | Gulfport, MS | Jun 2014 - Nov 2016 | 2 |
| Wells Fargo Home Mortgage | Gulfport, MS | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- MS
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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